China’s Pop Mart-loving Gen Z fuels big gains for investors

China’s attempt to compensate for the damage to the definitions is to get the hand of the Zil Z, which is largely spent on everything from games to bubble tea.

The younger generation of shoppers in the country is what is called what the analysts call emotional consumption, and they challenge the feeling of the most distress in the Chinese economy. Favorite GEN Z revenue like Toymaker Pop Mart International Group, and the LaPu Gold Co. Jewelry Company. And the Mixue Co. series

The spending boom offers a glimmer of hope in the second largest economy in the world, as the export -led growth model is exposed to the threat of trade tensions with the United States, even amid a recent re -postponement. Beijing has made consumption and stimulate the priority of local demand No. 1 because it tries to redefine its economic model.

These movements also emphasize the huge profits offered to investors in the stock market in China, despite the recent pressure from the dream movements of trade between the United States and China. The customs tariff between the two largest economies in the world was needed to put a broader gathering in the country to the right track. The consumer stock, though, had already advanced.

Hobbies dedicated

Gen z consumption in China is the story of two parties. The army, which is more than 250 million shoppers, is often known that they are born between 1995 and 2010, with tablets when it comes to daily things such as bubble tea or pasta. They are ready to spend their hobbies significantly, and hundreds or even thousands of dollars are blowing on games, famous goods and modern jewelry.

These consumers are not different from their counterparts in the United States in the United States, which is a very online handle that drinks less than their parents, searching for small ticket deals, and they have few plans to buy property, and pride in specialized brands and hobbies that their parents do not understand.

“Anything their elders consider,” Li Shawqiang, director of boxes at Shenzhen Jm Investment Management, “said to me,” said anything that their elders consider, “anything They can contact it emotionally or that provides sensory pleasure. “

Liu Meixuan, 26 -year -old e -commerce employee, offers a typical example: she buys cheap drinks from the Chargee Holdings Ltd. Using coupons to reduce the price further-but it is also estimated that they spent up to $ 9,600 on trading cards that feature Korean pop stars.

Spending on General Z on his own will not be sufficient to climb the Chinese economy, which is still recovering from the decline in property for a year, and fights shrinkage and dealing with the impact of American definitions. Although the world’s largest economist has agreed to a temporary reduction in the fees, the refreshing came very late to avoid the strike for Chinese manufacturers and still a permanent deal guaranteed.

Gen Z’s distinctive spending habits also mean that it is difficult for investors to discover the winners in advance, because a variety of companies reap benefits. Pop Mart and Bloks Group Ltd. Make games. Mixue and Guming Holdings Ltd. Selling tea and other drinks. Laopu Gold, a jeweler who offers traditional Chinese designs, has become from General Z, who should be after bombing on social media.

But the possible gains offered to investors are affected by the eyes. These five stocks have multiplied more than twice this year. MAO Geping Cosmetics Co. The famous makeup artist founder with Gen Z, her shares jumped approximately 80 %. Auntea Jenny (Shanghai) Industrial Co. , Another tea seller running in Hong Kong last week, the top of about 13 % since then.

“These companies have clearly read the room and adapted to the trends, which are likely to be here to remain,” said Mark Tanner, Managing Director of Consulting in China in Shanghai.

Wild stock moves shook the scene of companies in China, creating a new crop of national heroes. Pop Mart was less than Mattel Inc. Or HASBRO Inc. Late last year, but it is now greater than the two companies combined. Laopu Gold, which is the Minnown Company compared to the industry giant Tai Tai Fook Jewerelry Group Ltd. At the time of its inclusion in June, it now has a greater market value although there is a small portion of its stores.

It is expected that the obsession with General Z is hobbies that have led to clashes with their parents.

Zhuo Xiaodou, 20-year-old in Shenzhen, is very devoted to collecting Formula One Model-at a cost of up to a few hundred dollars for pop-where food is escalating to pay for their price. Zhou said his parents, who are sending him money to reach the college, is just a “waste”. “They don’t see this point.”

Chi Jiakkangh, a 17 -year -old high school student in Hebe Province, said his father’s childhood in the countryside makes it difficult for him to contact his son’s hobbies, which include an increasing group of badges that include the characters of a comic book.

Investors stand by the younger generation. The shares that were hot plays for the consumption of Gen X and Gen Y are pulled in comparison. Kweichow Moutai Co. , Kweichow Moutai, which was a favorite of the investor, the highest level in 2021 and has lost a third of its value since then. Haier Smart Home Co. Made by Haier Smart Home Co. , While the shares of Midea Group Co. Competition for a few percent.

The new new thing

Investors are now turning their attention into a series of primary public offers planned by Chinese consumer companies that have the Gen Z Prize, hoping to repeat the Laopu Gold leap for more than 15 times since its list last year.

Kayou Inc. , Collection Card, which is sold at Martyle’s Bob Mart Boxes, a bulletin with the Hong Kong Securities Stock Exchange, as you think about Miniso Group, which is represented in the famous fast food chain in Guangzhou Xiao Noodles Co Coateing Coateing.

These deals are likely to benefit from the continuing spending between the regiment, who say they do not have plans to change consumption behavior any time soon.

He is an Icy Yang, a 30-year-old consultant in Shanghai, from Pop MERGA-Fans who helped lead the company’s profits last year. It already has dozens of company dolls, and has recently cooperated with friends to participate in online sale for the latest Labubu doll, a popular model.

She said: “My only regret is that I never had to put as much as I spent games in Bob Mart shares.” “I will be very rich.”

This story was originally shown on Fortune.com

2025-05-16 06:48:00